Account Management

AMID Financial Centre Account Management system lets you configure and manage your AMID Financial Centre account from a single window, and gives you convenient access to these account features:

Reporting

Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.

Run trade confirmation reports to view all executions.

Generate margin reports to see the margin requirements for single and combination positions.

Create and run Flex Queries, highly customizable report templates for activity statements and trade confirmations that allow you to specify exactly which fields you want to view and the order in which they should appear.

Brokers and Advisors can run a number of specialized reports, including the Advisor Fee Cap report, Client Summary reports, Broker Exception reports, and more.

View a number of supplemental reports, including Value at Risk and Stress Test Summary reports.

Use PortfolioAnalyst to evaluate the performance of your AMID Financial Centre portfolio based on a set of measurement criteria, and compare your results against industry benchmarks.

Take control of your taxes with AMID Financial Centre Tax Optimizer, which lets you change automated tax lot-matching methods on the fly to optimize your capital gains and losses.

Transaction Cost Analysis

Tracking execution performance and optimizing execution strategies have never been easier with AMID Financial Centre new Transaction Cost Analysis reporting

Arrival Price

Price Improvement

Midpoint Performance

Interval VWAP, and more.

Immediate feedback: Generate reports on-the-fly for any date-range even today. Executions hit the reports in only 10 minutes.

Flexibility: segment trade activity across a host of different dimensions, and then interactively drill segments down to view individual trades. Segmentation includes:

New to Transaction Cost Analysis?

Transaction Cost Analysis is a reporting tool that tracks the quality of their orders transaction prices versus market conditions either at the time the orders were submitted or after the trade executes.

The most common metric, Price Improvement, measures the actual transaction price your broker achieves for you versus the national best bid and offer at the time you submit a market order (or limit order priced to immediately execute). The best brokers, with access to the most liquidity, will often secure you transaction prices that are even better than the National Best Bid & Offer – Price Improvement. AMID Financial Centre is renowned for earning its clients the highest levels of price improvement in the industry.

Our new Transaction Cost Analysis reports provide insightful summary as well as fully detailed trade-by-trade statistics that allow you to review the transaction prices that AMID Financial Centre achieves for you.

Funding

Set up deposits, withdrawals and position transfers for your AMID Financial Centre account.

Provide an additional layer of security with authorizations, which lets you designate some users as authorizers for funding and other requests. Whenever one of these requests is made, users who are designated as authorizers must confirm each request before it can be approved.

AMID Financial Centre Soft Dollar Commission Program gives hedge and mutual funds and Professional Advisors the flexibility to offset the costs of purchasing approved research products and services using soft dollars.

Stock Yield Enhancement Program

Earn extra income on the fully-paid shares of stock held in your account.

T+2

Buy replacement shares to use against an option assignment to preclude both capital gains and a higher tax liability.

The Trader Referral Program lets you send an invitation to somebody you know to open an AMID Financial Centre account, and in return you receive a bonus of up to $200. There is no limit to the number of referral bonuses you can receive.

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LICENCES

Licence number: C114013727

RISK DISCLOSURE: Past results are not necessarily indicative of future results. The risk of loss in trading financial instruments can be substantial, and you should carefully consider the inherent risks of such an investment in light of your financial condition. Day trading on margin or short selling may result in losses beyond your initial investment. Options trading is highly speculative and contains a high degree of risk and is not suitable for all investors.